Transitions

We offer experienced and particularly objective support for selling, buying, merging or expanding your practice.

During times of great change...

it's important to steer yourself out of the unneeded storms and into practical decisions with new associates, potential partners or buyers.

Our approach is to be objective and specific.

Indeed, everyone we have talked to has asked for clarity and simplicity, and so that's what we seek to provide. During major transitions there are many choices that one must consider - and in a transition, in which you are buying, selling or merging, you can bet that the stakes are high.

How do you know what the next step is?

While it's important to listen to your own voice—it's also very important to seek a local expert. Indeed, if you're in a transition, it's important to find an objective perspective that simultaneously accommodates your budget and timetable.

At Practice Success, we seek to provide as much hand holding, or as little hand holding as you wish. In other words, we let you pick our role in your affairs. Moreover, we attend to the vision and goals of all parties involved, if possible. We operate on a "case-by-case" basis, accepting only those we can best serve.

If you're selling your business -

We pay attention to the culture and principles that you have instilled into it

The model that you have created

And the vision that you have materialized, and attempt to transition that to the buyer.

If the buyer has new plans, and wants to move in different directions -

We do our best to find grounds for collaboration and cooperation - where there is a win/win plan for execution.

We work to ensure that important aspects of what you created can be respected and honored.

In other words, we do our diligence to find the right fit.

We want to make sure we are accommodating, respecting and guiding you from the beginning of your transitional journey, all the way to its conclusion.

Indeed, a Practice Success Transition Advisor can effectively provide this necessary help by:

Assessing the finances of the practice and determine what needs to go where, for everyone involved.

Create a solid collaborative operating agreement for continuity and functionality.

Gauge the goals of each participant regarding the practice

This means communicating the ethics and legacy of the seller, and also the goals and visions of the buyer

Indeed, as a mediators and facilitators we seek to ensure that everyone is in a win-win scenario through sincere understanding.

Your strategy and ours, in sync.

We empower and customize your strategy to your needs.

Our valuations include projections, alternate business plans and operating agreements for after the sale relationships.

Whether you want us to be a coach, consultant, or even a broker—it is up to you. Our accounting and legal team support you along the way as you wish.

Clear Vision

Transitions are made best with clarity - this outlook of ours engenders from seeing hundreds of practices morph and transform.

In our Transitions Program, we focus on providing perspective, and being flexible to allow creativity within this process - this perspective and creativity leads to clarity - clarity leads to successful decisions - and successful decisions will allow you to move to the next phase of your life.

In sum, we are personal consultants who are there to assist and guide you during this emotional, and at times meticulous process.

The only agenda that we bring, other than using our experience and expertise, is a firm commitment to simplifying this tremendous moment in your business and life.